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Price · 180d
$156.54
Thesis
Palantir sells applied-AI software spanning commercial operations and the battlefield — Foundry and AIP on one side, the Army's Maven and TITAN programs on the other. It is one of the few profitable, scaled pure-plays on operationalized AI.
Catalysts
- Commercial AIP adoption and seat expansion
- Defense program awards (Maven, TITAN)
- Operating leverage on rising revenue